Skip to main content

About your Search

Search Results 0 to 4 of about 5
Dec 9, 2013 9:00am EST
about the pressure he is now facing to be profitable in this environment. >> we have to provide a return for our investors. we know that. the last 10, 11 years have proven that airlines that can't do that are allowed to grow and expand and do all the things we want to do. we expect to produce a profit that will provide a nice return from our investors. that's what they expect from us. that's what we plan to deliver. >> a lot of investors have been cashing in on the airlines. take a look at the airlines index. it has performed very well in this environment with moderate jet fuel prices and improving economy and the consolidation game that for the time being seemed to have played out. a lot of investors are saying, is this as good as it gets when it comes to the airline stocks. doug parker says, no, we can still produce. there is still room to go with these airline companies in terms of profitability. carl, you have to wonder, how much room is there to run for these airlines stocks. >> the best sector of 2013 so far at least, unbelievable run, phil. when parker says that the impact on cons
Dec 5, 2013 9:00am EST
a challenging consumer environment. comp sales rose 2% in november. that was below street's forecast. and tiffany gets an upgrade at goldman sachs on the conviction buy list. the firm saying profit margins and free cash flow expansion. tiffany had a good number not that long ago. >> i didn't know how value added that call was. dollar general, i remember when this went private because they felt that dollar stokes were undervalued. then it goes public within a huge hit and another $1 billion buy back. dollar general just started expanding in california. they were not in california. california is a fifth on the country. a lot of room went the wrong way. >> upgrade to kohl's over at bank of america, calling it an inflexion year for offer net and good, free cash flow. you're not a believer? >> i like the sanoma pants and i wear them on the weekends. but i think kohl's is undervalued, but it's been undervalued forever. you need a conns, not a kohl's. >> and aeropostale, the loss wider than expected. more discounting. another warning on the quarter. last night you said you fancy yourself a
Dec 6, 2013 9:00am EST
. >> it created by the managers. tougher than expected sales environment, heightened promotional environment. these are actually quotes from the conference call. over and over again. the other side is that herb greenberg writes saying wait a second, what really happened is the ceo came in, and turned around and said maybe things aren't so great. so people might say this stock is down 20 and have i to buy it. typically a down 20 stock is down again the next day. >> someone called it a welcome reversal from overwrought optimism. right? >> yeah. go to the ulta web site. the buon did well, this was a very specialized business. what was most daunting was that we basically felt how could ulta ever miss? compare that with canness, a texas-based retailers that sells mat interestses and everyone felt like they could roll them out forever. when you see this, carl, understand this is the fire you play with when you're in retail that is supposed to have no glitches. this story was not supposed to have a glitch and people are basically saying i didn't even know they were that price sensitive. they were d
Dec 3, 2013 9:00am EST
're missing the boat but not in this environment. >> in the meantime, here's what's coming up next on "squawk on the street." >>> coming up, we follow the beat of the drums and the one beating them is jim cramer, playing the song "six stocks in 60 seconds." "squawk on the street" will be right back. ya know, with new fedex one rate you can fill that box and pay one flat rate. how naughty was he? oh boy... [ male announcer ] fedex one rate. simple, flat rate shipping with the reliability of fedex. [ male announcer ] fedex one rate. stick with innovation. stick with power. stick with technology. get the new flexcare platinum from philips sonicare and save now. philips sonicare. >>> let's get "six in 60" with jim. start with holly frontier. >> the incredible glut in the united states oil because of production has made it so refiners make a lot of money. >> jpm, goldman. capital plans. >> this means jpmorgan can return money. stock goes higher. >> you say acena delivered. >> continental research. >> if you believe there is a glut, buy it, otherwise stay away. >> chipotle, a little nose bleed. >>
Dec 2, 2013 9:00am EST
will be very good. i think the regulatory environment will pressure people to have one on one relationships with clients undisturbed by the oversight that's meant for balance sheets and i'm not saying it's bad. >> i'm not following you. >> think a lot of oversight in place is to stop massive errors, balance sheet errors. if you have a trillion dollars of derivatives, multiple sites of oversight is important. i think it's in direct contradiction. the most important thing is multikl points of information, transparency where everyone knows when's going on. this is the exact opposite. we sometimes working on a transaction right now where i would say five or six people in the firm know about it. that's the way we like it. secrets are often betrayed solely because of the number of people involved. not because anybody has a bad, you know, a bad idea in their head. it's just the number of people. >> interesting. you know, you mentioned slow, steady progression in m&a but the slow is one to emphasize. this is not a good year by many standards for merger and acquisition activity. >>s no at boom year
Search Results 0 to 4 of about 5